Entering Categories
Team members can use categories to organize the documents that they create in the TeamRoom. For example, a Marketing team might use categories such as Sales Ideas, Customer Requests, and Public Relations.
When creating a new document in the TeamRoom, a team member can choose the appropriate category for the document. Team members can then view documents according to category by clicking By Category on the left side of the TeamRoom.
To enter categories:
- Click Categories on the left side of the TeamRoom Setup frame.
- Enter the appropriate categories in the text box. Press Enter or type a semicolon (;) to separate entries as you type them.
- Click "Save & Close."